Hello,
I asked this question in a different thread here, so I apologize in advance if it's redundant, but I wanted to add more detail.
Here's my issue:
How can I automate copying a specific card to multiple boards weekly?
For example:
I need to copy Card A from Board A to a list on Board B and Board C every Thursday at 8am.
Is this possible using the Repeats power-up or Automation with scheduling? I don't see an option to do so.
I was able to get close by creating an automation rule like this:
every Thursday at 8:00 am, find card "Beach - Art" and copy it at the top of list "TO DO"
The problem is that I don't see an option to specify which board to copy the card to. Perhaps this is the wrong method?
See screenshot below:
I understand there may be other work arounds such as creating card buttons to copy the card to the designated board OR creating an automation rules to move a card to another board based on selected criteria as suggested in this thread:
But my use case is a bit different because I need a single card to be copied to multiple boards, not just one.
Thanks!
@Jesse Brownstein would this work for you?
You could then add multiple actions to the same automation in order to copy the card to multiple boards.
@Hannah Humbert - Simpla Workflows
Thank you!
This is a great workaround for my needs.
FYI - it seems I can't simply copy the action and change the board for this automation. I have to instead make duplicates of the automation for each board. See screenshots.
Limitation of actions within same automation:
My solution was to create multiple automations for each board instead:
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Hi Jesse,
What kind of information from the card are you trying to copy over? If this is copying a card to create new cards and retain their card title and description, then I may suggest creating a dedicated list to copy your card over. Similar to your automation rule like this:
every Thursday at 8:00 am, find card "Beach - Art" and copy it at the top of list "To Copy"
as this list is only used for this scheduled automation, I can then use a rule that triggers when a card is copied over to this list:
when a card is copied into list "To Copy", create a new card with title "{cardname}" and description "{carddescription}" at the top of list "To Do" on board "Board B", and create a new card with title "{cardname}" and description "{carddescription}" at the top of list "To Do" on board "Board C"
the rule looks like this:
You can add more things to copy over if you need a checklist, or members, or due dates.
I hope this helps, but let us know if you have any questions!
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